Category Archives: Customer Service

Party in the Park

Last week we hosted our first Party in the Park, an event we put together to show those who work with us our appreciation for them. We had an absolute blast! With food from KOi Fusion and beverages by Tap Wagon, there were options … Continue reading

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90 Days to Better: A Powerful Question For You To Ponder

A Powerful Question For You To Ponder I found myself inspired by a coaching call that I had with a client and friend of many years. She had found herself in a position where she was struggling and I gave … Continue reading

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90 Days to Better: Are You Focused on Eligibility or Suitability?

Are You Focused on Eligibility or Suitability? My mentor and great friend taught me a long time ago how I should approach conversations with clients. Listen to this video to hear about this lesson I have now taught my team … Continue reading

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90 Days to Better: How I Am Approaching the Next 6 Months

How I Am Approaching the Next 6 Months Recently, I have been talking to many Mortgage Professionals about their fears regarding the rest of the year with the market changing and business slowing down. In this video, I am sharing … Continue reading

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90 Days to Better: Say This To Every Listing Agent

Say This To Every Listing Agent Have you ever had a Real Estate Agent say that they don’t need to work with a Mortgage Lender because they just focus on listings? This is something that I have heard many times … Continue reading

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90 Days to Better: Everyone On Your Team Must Be Selling

Everyone On Your Team Must Be Selling Remember, everyone on your team is in sales. With our market, business is down, applications are reducing, rates are rising, inventory is low, and there is plenty of fear coming from buyers. Selling … Continue reading

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90 Days to Better: QR Codes for the Win!

QR Codes for the Win! If you are looking to move the needle forward with your business, I urge you to utilize QR codes! With a virtual transition during the COVID-19 pandemic, most people can now recognize a QR code … Continue reading

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90 Days to Better: Are You Focused On Revenue Or Expenses?

Are You Focused On Revenue Or Expenses? So many people are way too focused on cutting expenses – whether that be at corporate or individual levels. Remember, if you subtract expenses from revenue, you can find the actual profit. Don’t … Continue reading

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90 Days to Better: Never Quote Price Until…

Never Quote Price Until… Often, one of the first questions someone asks a Mortgage Advisor is related to either pricing or current rates. What I want to ask you is: when do you give it to them? In this video, … Continue reading

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90 Days to Better: Courage Is More Important Than Confidence

Courage Is More Important Than Confidence The title of today’s post says it all. I talk about this a lot when doing trainings with my team or coaching other Mortgage Professionals. You need to first have courage and then confidence … Continue reading

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